Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $67,400.00 - $80,900.00
Work Schedule
Flexible
Benefits
Health Insurance
Dental Insurance
401k
Tuition Reimbursement
Flexible work schedule
Paid Time Off
Bonus programs
Job Description
Commonwealth Financial Network is a leading Registered Investment Adviser firm that has been empowering more than 3,000 independent financial advisors nationwide since its founding in 1979. Headquartered in Waltham, Massachusetts, with additional offices in San Diego, California, and Blue Ash, Ohio, Commonwealth prides itself on fostering an environment of excellence, growth, rewards, and fun. The firm offers a comprehensive suite of business solutions designed to help financial advisors excel, and its corporate culture focuses on supporting employees just as much as clients, fueling a community where both advisors and staff thrive.
Commonwealth Financial Network is dedicated to creating an ... Show More
Commonwealth Financial Network is dedicated to creating an ... Show More
Job Requirements
- Bachelor’s degree or equivalent experience
- 1-3 years of relevant coordination experience
- Ability to travel up to 15-20 percent of time
- Strong organizational and communication skills
- Proficiency in Microsoft Office Suite
- Experience with event management software a plus
- Ability to work in a hybrid and flexible work environment
Job Qualifications
- 1-3 years of experience in a coordinator role planning and executing events
- Highly proficient in Microsoft Word Excel Outlook and internet research preferred
- Experience with Cvent and Salesforce a plus
- Desire to complete the meeting management certification or equivalent
- Strong follow-up and time management skills
- Great attitude and client focus
- Ability to remain calm and focused under pressure
Job Duties
- Assisting with the planning and execution of conferences including but not limited to working with vendors hotels and sponsors
- Conducting research to select venues decor restaurants activities children’s programming and entertainers
- Serving as a liaison between the event technology specialist and project manager to ensure that all design communication reporting deliverables deadlines are set and met
- Coordinating administrative aspects of conferences and other events including entering data and maintaining databases coordinating mailings reporting historical tracking and so forth
- Acting as a liaison with travel vendors for flight bookings and changes
- Proofreading transportation manifests hotel rooming lists and conference collateral
- Collaborating with event technology specialist on internal conference software Cvent for building registration and websites
- Organizing internal meetings pre- and post-conference analyzing feedback survey and identifying future program trends
- Proactively taking on additional department process marketing organizational and training initiatives
- Working collectively with planner during the entirety of the pre-planning process as well onsite execution of programs and support
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Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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